Position in WRB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$51,394,108
-$1,036,788 QoQ
Shares Held
775,409
+3.7% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 91.0571066366266.ToString("F0")%
Shared 0.ToString("F0")%
None 8.942893363373393.ToString("F0")%
Common Shares in WRB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $354,502,466 across 28 Insurance - Property & Casualty names. WRB ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
423,812 | $138,133,044 | |
| 2 | WRB |
Berkley W R Corp
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|
775,409 | $51,394,108 | |
| 3 | PGR |
Progressive Corp/Oh/
|
233,200 | $46,229,567 | |
| 4 | TRV |
Travelers Companies, Inc.
|
124,627 | $36,351,201 | |
| 5 | ALL |
Allstate Corp
|
58,624 | $12,155,099 | |
| 6 | CINF |
Cincinnati Financial Corp
|
65,702 | $10,338,209 | |
| 7 | MKL |
Markel Group Inc.
|
5,057 | $9,679,451 | |
| 8 | AIZ |
Assurant, Inc.
|
33,361 | $7,266,359 |
All Filings in WRB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,394,108 | 775,409 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $52,430,896 | 747,731 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $33,014,715 | 430,889 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $26,188,381 | 356,450 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $27,548,953 | 387,141 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,955,320 | 341,000 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $19,062,811 | 336,027 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,967,836 | 209,363 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,099,438 | 222,175 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,733,973 | 185,251 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,019,586 | 165,843 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,330,240 | 159,425 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,329,605 | 152,496 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $332,660 | 6,876 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $145,520 | 3,380 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $172,788 | 3,797 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||